Training program

The table indicates which modules should be completed by different Case Manager users.

Consultant	Admin
•	•	Before you begin	Learn how to access the demonstration database for use in the training program
•	•	Case management	Learn about cases and managing the Case List using grids and more advanced techniques
•	•	Documents	Learn how to create, edit and share case documents, including emails
•	•	Costs and estimates	Learn how to enter costs for a case and how this can be controlled by estimates
•	•	Tasks and calendars	Learn how to manage your work with tasks, reminders, appointments and calendars
	•	Accounting	Learn how costs are invoiced and paid, how case accounting transactions are accessed and how accounting information is integrated with other systems
	•	Workflows	Learn how workflows can assist you to manage cases successfully by generating structured sequences of tasks
	•	Reports	Learn how standard and ad hoc reports can tell you what you need to know
	•	Administration	Learn how to set up and manage the infrastructure that makes Case Manager so effective. This includes managing a number of specialised lists.
•	•	Graduation	Graduate from this program and learn about resources for the future

You can adjust this program to fit your needs and your organisation.

The program is divided into modules, as you can see above.

Each module provides a number of separate lessons. The idea is to proceed through the lessons, one after the other.

The lessons aim to teach you the most important aspects of a topic, rather than overwhelm you with details. Structured lab exercises offer the opportunity to apply your learning in Case Manager. And each module has a quick quiz to help you consolidate your learning.

There are a number of links within the lessons:

• some link you to earlier parts of the program where you have learned about similar topics
• some link you to future parts of the program where you will learn about related topics
• others direct you out of the training program to the rest of this website where full Case Manager information is available

These are introduced as resources for the future. You are not expected to study them during the program.

You can see where you are in the training program using the breadcrumb link at the top of the screens.

You can see where you are in the current module using the menu at the bottom of the screen. You can use this to navigate within the module.

If you would like to log your progress through the program on a printed page with space for notes, you can download the PDF file listing all modules and their lessons.

And if you prefer starting with the end in mind, you can begin by trying to answer the module quiz questions.

You can also download a PDF file with a handy Case Manager icons reference guide.

Even though you are not expected to, you may want to jump ahead and get a sense of what is in the rest of this site by clicking Using this site.

For the rest of this program you will be moving between Case Manager and the training program. You could resize both windows to occupy half of your screen each.

The exception is when you view the videos. We will be replacing these gradually. For now you will probably need to view them full screen to see them in sufficient detail. We suggest that you watch them and apply the techniques later, rather than trying to click along with them in Case Manager.

Also, be aware that the demo database may be used by others in your organisation. This means that other employees may also have added cases and files to this database and/or be accessing it at the same time as you. The training program has been designed so that, as much as possible, you should not interfere with anyone else's work when completing the lab exercises.